SCIPIO FINANCIAL LLC

Overview

Scipio Financial LLC is an independent, single-owner registered investment adviser organized as an LLC that serves individual and family clients. The firm offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements are flexible: asset-based fees (percentage of AUM) plus options for hourly and fixed-fee engagements. The adviser is not identified as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices